MidWestOne Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

MidWestOne Financial Group’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-27,226	Closed	-$1.7M	–	307
2025 Q1	$1.7M	Buy	27,226 +2,884	+12%	+$194K	0.24%	94
2024 Q4	$1.66M	Buy	24,342 +3,409	+16%	+$238K	0.23%	92
2024 Q3	$1.42M	Buy	+20,933	New	+$1.37M	0.2%	115
2024 Q1	–	Sell	-56,000	Closed	-$3.45M	–	300
2023 Q4	$3.45M	Buy	+56,000	New	+$3.1M	0.66%	31

Other funds holding SMMD

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MidWestOne Financial Group's SMMD Position: Q2 2025 in Review

MidWestOne Financial Group sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 27,226 shares — an estimated $1.7M sold.

MidWestOne Financial Group first reported a position in SMMD in Q4 2023 and held it in 4 quarters. The position peaked at $3.45M in Q4 2023. 197 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

MidWestOne Financial Group reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
MidWestOne Financial Group sold 27,226 iShares Russell 2500 ETF shares in Q2 2025, an estimated $1.7M.
MidWestOne Financial Group first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 4 quarters.
MidWestOne Financial Group's iShares Russell 2500 ETF position peaked at $3.45M in Q4 2023.
197 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on MidWestOne Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.